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Drafting Considerations from a Corporate Trustee

by Robyn Ingber August 27, 2015 Uncategorized

As a Relationship Manager for a corporate fiduciary, I am often asked by my peers in the estate planning community about typical problem areas to keep in mind when drafting a trust document. Here are […]

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Delegation of Powers by Parent or Guardian

by Anna Lima August 20, 2015 Uncategorized

Parents, legal custodians, or legal guardians periodically find themselves in a position that necessitates granting power to another adult regarding the care, custody, or property of a minor child or incapacitated person (ward). Examples may […]

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Qualified Small Business Deduction

by Jamie Held November 26, 2014 Business

The Qualified Small Business Deduction (“QSBD”) under Minn. Stat. § 291.03, provides an additional deduction for Minnesota estate tax purposes for the value of qualified small business property passing to a qualified heir. The statute […]

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Supreme Court Rules on Inherited IRAs

by Jamie Held July 17, 2014 Estate Planning 101

On June 12, 2014, the U.S. Supreme Court ruled on a divisive bankruptcy and estate planning case.  At issue was whether an individual retirement account (“IRA”) that a debtor inherited was exempt from the debtor’s […]

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The Bitter End

by Maggie Green March 19, 2014 Incapacity Planning

It’s a shocking and infrequently cited fact that the death rate among the human population in the United States is 100%. It will happen to all of us. When you think of it this way, […]

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On the lookout … financial and estate planning writers to follow

by Maggie Green September 4, 2013 Uncategorized

I love finding new estate planning authors and professional bloggers to follow. They inspire me improve my writing and help me think of better ways to discuss estate planning concepts with clients. Two women in […]

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Portability Revisited

by Jamie Held April 3, 2013 Uncategorized

Portability is a feature of the 2012 American Taxpayer Relief Act passed earlier this year.  It came as a welcome relief to many but there is still much confusion and skepticism surrounding this concept.

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